Patrick O'Steen has held various roles in the finance industry since 1996. Patrick started as a Commercial Loan Officer at SunTrust before moving on to become a Financial Advisor at A.G. Edwards & Sons, Inc. Patrick then worked as a Vice President and Financial Advisor at BB&T. Their most recent positions include Life Insurance Premium Finance at Global Financial Distributors, Inc. and Director/Senior Vice President at Ameris Bank in the Life Insurance & Securities Lending division.
Patrick O'Steen obtained a Bachelor's Degree in Finance and Financial Management Services from the University of Mississippi in 1994. Patrick also holds certifications in Life Insurance, Series 66, and Series 7.
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